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Weld Capital Management’s Chefs' Warehouse CHEF Stock Holding History

Weld Capital Management’s Portfolio CHEF Stock Details CHEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10,227
Closed -$149K – 492
2020
Q3 		$149K Buy
+10,227
New +$146K 0.06% 420
2019
Q4 		– Sell
-7,107
Closed -$287K – 635
2019
Q3 		$287K Buy
+7,107
New +$266K 0.05% 580

Other funds holding CHEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CPM
Crescent Park Management East Palo Alto, California $29M AUM 1.79% 1-Year Est. Return

Weld Capital Management's CHEF Position: Q4 2020 in Review

Weld Capital Management sold out of Chefs' Warehouse (CHEF) in Q4 2020, closing a stake of 10,227 shares — an estimated $149K sold.

Weld Capital Management first reported a position in CHEF in Q3 2019 and held it in 2 quarters. The position peaked at $287K in Q3 2019. 158 funds tracked by Wall St. Rank hold CHEF as of Q4 2020.

  • Weld Capital Management reported no remaining Chefs' Warehouse position as of Q4 2020 after selling out during the quarter.
  • Weld Capital Management sold 10,227 Chefs' Warehouse shares in Q4 2020, an estimated $149K.
  • Weld Capital Management first reported a position in Chefs' Warehouse in Q3 2019 and held it in 2 quarters.
  • Weld Capital Management's Chefs' Warehouse position peaked at $287K in Q3 2019.
  • 158 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.